We believe everyone should be able to access the best financial tools, guidance and support.
That’s why we’re shaking up the industry to help more Aussies manage their finances.
Spindle Wealth makes managing your personal finances easy and affordable. Whether you need one thing sorted or the whole shebang, our online tools and expert guidance help you take charge, feel calm and make the most of your money.
We believe everyone should be able to access the best financial tools, guidance and support.
That’s why we’re shaking up the industry to help more Aussies manage their finances.
Spindle Wealth makes managing your personal finances easy and affordable. Whether you need one thing sorted or the whole shebang, our online tools and expert guidance help you take charge, feel calm and make the most of your money.
Why we exist
Spindle Wealth exists because we were ticked off. Ticked off that Aussies were being charged thousands to sort out their finances. Ticked off that financial advisers only seemed to work with the well off. Ticked off that ‘sort out my finances’ wasn’t getting…ticked off.
That’s when we decided to shake things up. We harnessed the power of digital and combined it with real person support from a financial expert and loan consultant. We cut out the BS, cut down the cost and showed barriers the bouncer.
With us, you get to pick and choose the products and level of support you need. You get to take charge of your finances in a simple, smart and affordable way. The Spindle way.
Doing good is in our business DNA
We’re proud to be a Buy 1, Give 1 (B1G1) Business for Good. Thanks to our epic clients, we’re helping to create a better, fairer world. Every time someone signs up with Spindle Wealth, we’re able to make a bigger impact.
No bells and whistles = bang for your buck
Traditional financial advice costs a bomb because it comes with big business overheads. We’ve got rid of all that.
We don’t have a big team sitting in swanky offices. We don’t spend big bucks on marketing and advertising. We don’t wear designer suits or drive brand new Range Rovers. And we use an online platform to make our process efficient and seamless.
Keeping our running costs low and our egos in check means we can pass the savings on to you. Offering a great service at an affordable price gives us the ultimate job satisfaction.
Genuine and professional
Over the last decade, Brett has helped set up and manage my SMSF and life insurance. He has also set me on the right path for a stress-free retirement. He never hard sells any products and always answers my questions in a prompt and professional manner. I can’t recommend Brett enough for his genuine and professional financial services.
Meet the Founder, Brett James
Country boy. Financial Wiz. Loan Consultant.
You know those formal finance types who talk jargon, judge and charge you for the privilege? That’s not Brett. Raised on a cattle farm in regional New South Wales, Brett was never going to be anything but humble, hardworking and down to earth.
Brett spent eight years building a successful finance business but couldn’t get his head around the corporate, traditional way of thinking. He wanted to catapult financial services into the modern era. How could he help more Australians take control of their money? And how could he support people who just wanted one finance issue sorted instead of the whole kit and caboodle.
Brett hung up his tie and got to work on a solution. This is it.
When he’s not making financial tools and guidance more accessible for Aussies, you’ll find Brett wrangling his three kids, mountain biking or hitching the caravan to find a new surf beach.
Ready to get your finances sorted…without being charged like a credit card on Black Friday?
There’s no better time than right now. Your hard-earned deserves a little TLC. Stop procrastinating. Start doing.
